Upselling Invoice in Odoo 14
                     Upselling 
Invoice in 
Odoo14
www.cybrosys.com
INTRODUCTION
❖ A sale order comes to Order to upsell only if one creates the invoice according 
to the ordered quantity and the delivered quantity is greater than the invoiced 
quantity.
❖ To create an upselling invoice, the Invoicing policy should be ‘Ordered 
Quantity’.
   
❖ If we go through particular product details, in the invoice tab of that product we 
can see an option called Invoicing policy.
❖ There we can see two options: ‘Ordered quantity’ and ‘Delivered quantity’.
❖  If we choose the Ordered quantity, one can create the invoice according to the 
ordered quantity of that product and if choose Delivered quantity the invoice 
will create according to the delivered quantity.
❖ First of all, Goto  Sales module > Orders > Orders
❖ Now create a sale order by CREATE button
❖ Add customer details etc. to the sale order and product to the sale order line .
❖ Then, check your invoicing policy for this product on product page under Sales 
tab.And set invoicing policy as Ordered quantity
❖ Then, CONFIRM your sale order
❖ Then,CREATE INVOICE for the sale order.
❖ Then,CREATE AND VIEW INVOICE.
❖ CONFIRM create invoice for this sale order
❖ Goto to delivery created for this sale order
❖ Make delivered quantity is greater than invoiced quantity and then VALIDATE
❖ After that go to To Invoice > Orders to Upsell
❖ We will get a new record from tree view of the Order to upsell 
❖ Make changes in quantity then CREATE INVOICE 
❖ We will get newly created invoice here.
❖ After creating invoice for the remaining quantities the tree view will 
look like following one.
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Upselling Invoice in Odoo 14

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